Streamlining workflow and processes in your organization is a proven way to boost the efficiency you need to grow your firm, so of course, you’re interested in getting in on that streamlining action. Plus, with the unpredictability of employee absences due to the pandemic and the permanent loss of personnel to the Great Resignation, you can’t afford not to streamline and outsource wherever you can.
However, streamlining isn’t a magic bullet, and it only really works when it’s done in a thoughtful and deliberate way. Without a strategy and buy-in, attempts at streamlining for efficiency could backfire and end up costing you more time, not less. As with most parts of life, a little planning ahead will save you multiple headaches down the road.
Building a Strategy
No matter what process you’re addressing, all the advice on streamlining starts with the same first steps: assess your needs, analyze your outcomes, and get feedback from your legal assistance team. Change can be overwhelming, so don’t try to do everything at once. Pick a few areas for focus to get started. Get the buy-in you need by allowing for training and orientation to any new procedures or services you introduce, and in the early days be prepared to reassess and readjust as needed. While these may seem like a lot of steps – and they are – outsourcing a process is a lot like onboarding any new team member. In this case, you’re adding a lot of new members at once, so think of these steps as an investment in the bright future you’re building for your firm.
Streamlining Record Retrieval and Management
Let’s say you’ve chosen to streamline your record retrieval and management processes by outsourcing with The Records Company because you have excellent judgment. When you streamline a process by outsourcing it, you’re not eliminating that process by turning it over to someone else. You still have a process in place. It’s just going to look different.
While our user-friendly online portal doesn’t require a lot of training to use, it does require some preparation to ensure forms are completed with all the necessary and correct information. Even experienced paralegals and case managers can benefit from a walkthrough of our process and the services we have available. The Records Company’s Director of Business Development Danielle Butler says, “We can customize training based on the firm’s needs and volume.” So feel free to let our people work with your people to get them started on the right foot.
By adding an onboarding step when you introduce our services to your team, you give them a leg up on efficiency. They’ll know how to give us the information we need to do what we do best, so your team can move on to doing what they do best. Our client specialists are the best in the business, but even a small mistake in the information we get can make a big difference in turnaround time. Extra attention to detail and preparation for your team will make your streamlining strategies as successful and efficient as you want them to be.
If you want more tips on how to get your staff ready to use our services or have any questions about how to get the most from The Records Company, contact us. We’re always happy to assist.